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Home My WebLink About01-0406 Estate of Charlotte May McAllister also known as PETITION FOR PROBATE and GRANT OF LETTERS ~l- 01- 40Co No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 177-16- 0118 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated l1 (1;fob,r' It.i and codicil(s) dated named , 19 ~ 7 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland Co~;ty~ ,P~nnsy'lvanf<iTwith h er last family or principal residence at 32 Country Club ~ . + i J...\._~.-'N"'-'j :\ East Pennsboro Township . ;1t'-54I/IT (list street. number and muncipality) Decendent. then 81 lears of age. died April 3, 2001 .__ at Holy Spirit Hospita , E. Pennsboro Twp., PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ q is ()1J1J ..1'0 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration C.La.; administration d.h.n.c.La.) ~ ~ :::! il ::!~ '" '-' ~ .. ~v c: ~o c:'= .:'~ ~o.. 1.> '- :;0 ::i c: :.0 :ii ~ ~, ~G /i!1Jk~Z;;---- Be y/Jane Mc llister 32 Country Club Place West Camp Hill. PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "") s'" COUNTY OF CUMBERLAND J ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s)of the above decedent petitioner(s) will well and truly administer the estate according to law. /4 r*" - ,btC'/riJ~ M lto - Cl~S-' , affirmed and 23RD ~ ;0" :::r ~ :; ~ ~ No. 21 - 01 - 406 Estate of Charlotte May McAllister , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APR IL 24 r >19 7001 t in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me. IT IS DECREED that the instrument(s) dated OCTOBER 14. 1987 described therein be admitted to probate and filed of record as the last will of Charlotte May McAllister and Letters Testamentarv are hereby granted to Betty Jane McAllister ';'~ ~(!. ~e:,(k~ '1t'J' MARY CLEWIS FEES Probate) Letters) Etc. ......... Short Certificates( 8) . . . . . . . . . . Renunciation ................ X-Pages JCP $ 200.00 $ 74 00 $ $ 18.00 TOTAL_$ 241:88 ...... .~P~.r.~ .?~.,. .~99.1............ Bridget M. Whitley (S.Ct.#33580) ATTORNEY (Sup. Ct. 1.0. No.) P.O. Box 11963 Harrisburg. PA 17108-1963 ADDRESS Filed 717-255-8027 PHONE . 1l ' i' [(I (elll;" ,h,1[ ! hl 1l1il,rrl'lf 11l'i(' 1'( rhi..:' l'll-iFl JfL' \\il; ,n ,\ r. I~ I..:' r!. 1 ! ."i ,.il!~:jnd (,:nitiIJI,' :,ll'J:, ;'~.\..'t(}~'t.l:... ()f't't(~-t' t'{--: r)L'rt11j~'i n; t lit d \ '. f t h m: ; " WARNING' It is illegal to duplicate this copy by photostat or photograph, It ! (oJ I h i" i.. ~ !~t t 7 h.,{ r \. ' ,I( ~ ,i~i'I,,!~:,"/-~"/i",J'~:.:.;';; . /'1"\.\>.\' \\ OF PI" K<'~-~' ?if~'~': .~~.. "'11~:\ I.~ ~ 2.'{~~-"..:2:r '.; S', . /:'. '" .. i:'~' \~:;;.~~\*~5~) ~"'~;:'11n~ \ \)',1;;'<" '. . ::..;..: /,f~'!!:..!!~- p 7295798 >"".t) _4~~~_{:;!.._~a;~~ I I . :.i.)(.,1; U _~~_~__o 1_~Q01_.___ i ",:: r l. ITEM # It, q,~ d<o (3 SHOULD RFA D AS FOLLOWS: Yd ~ d.-J ~ fd..d:. a~4(/ 7~ tjf;;;.~;~":'''>>--;~f/--- He' 2187 ~OMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT If".. Modole. LOSI' 1. Charlotte May McAllister SEX 2. Female AGE (Last 8lfthday) UNOER, YEAR Months Days UNDER I DAY Hours Minutes BIRTHPlACE :c.ry aM PlACE OF De.oJH IC!>",," ""'y """ .- __ ,n'lrue'""", 00 orne, _I slale Of Fcre.gn Coonuy) HOSPITAL Inpal-' gL ERlOu\Dallenl 0 DCA 0 7 ... FACILITY NAME (II nolln"NUltOn. gl'l<l Slfeel and numbo" ~:,tyl 0 81 Yrs. S. COUNTY Of DEATH .... Cumber land Ie. E. DECEDENT'S USUAL OCCUP.oJION (Gi..1und d .work <lone duftng mot51 of workong life: do noI use rebred ) Admin. Officer Pa. Dept. of Educ. 11.. llb. DECEDENT'S MAILING AOOAESS (Slr..... CotylTown. St.ate. Zop Code\ 32 Country Club West Camp Hill, PA 17011 t.. DeCEDENT'S ACTUAl RESIDENCE (S"" Inslrucl""'" on OIhel Solde) 17b. County () lmnpr 1 r:mrl MOTHER'S NAME IF. st. Modole. Maiden Surname) P~nnsylvania 17.. Stale F.oJHER'S NAME tFirst. M",ole Last) STAlE F'lE NUMBER SOCIAL SECURITY NUM8ER 3.177 - 0118 - 16 RACE - Amencan Indian, Black. While. et~ (Speoty) White 10. ();d - aMI.,. lOWnsllip7 MARITAL ST.oJUS - Mamed SURVIVING SPOUSE N.....r Manied. WW:Iowed. (It WVIIe. ;}lve matden name) Nev~cedMar1ied 14. 17c.51 ....'*-ntlNedin F. Ppnnshoro 17d.D :;.~":.ntk= 01 ~1Iy1bo< ... INFORMANT'S NAME (1 ypelPront) Hennan G. McAllister ". Elsie Jane Blessing INfORMANT'S MAlUNG ADDRESS (StretM. CllyflOwn. Slale, lip Codel 32 Country Club West, Camp Hill, PA17011 208. Betty Jane McAllister METHOO OF DISPOSITI~ D.oJE OF DISPOSITION &unal ~ Creme.."" D R_aI Itom SIS'. D (MOntn. Day. -) ~D OtM<(Specoty\ 0 4-6-01 . 21.. E:NRUREOF~>SERSONACTINGASSUCH ~:ENSO i2755- L COmpete ii.m$ .'" only -;t>enCio~~ r - " lOu;.-t>8-;'-;;' ;;,-; -k~;;';'~dge, aeath oc~urred al Ihe lime. dale and place 5Ialed _'ii pnysoaan IS 'aolable al lime 01 aealn lO (Signalure and T ,lie) ...;; cendy cause aealh PlACE Of DISPOSITION - Name of Cemelert, Crematory or Other PIactt LOC.oJION - CllylTown, Slale. Z'III Code 21J;::amp Hill, PA 17011 1903 Mkt.St, CH, PA 17011 238. 23b. 23c. ~, ~_C:~D,~~H ~ "fL~I:E:~EADi:~~y;e;I__ ,. ___1::~~:R~EDT~~~DOAL E_~MI:~ORONE~~nNo~ ~ 27~ PNiT 1:- - Entei-iite diSeases, In-I~Se or cO~pltca"ons whK:h caused the death 00 not enter lhe mode of dyana. such asca~~il-~;-;;sp;rato-,:y-a~resi--st\cXk-O(-heart-faii~r-;- ;APJ;oxunat.- ---- ----- - PARTII:-- Other S91irlcant cOndi&iona cOnuhst-mg to dOath~-bUt - lIst only one ~aU$8 on each hoe : interval_n noI resufting in the underty1ng ca.- given in PART I. I Onset and aestl1 I ~ IlIlIiEDlAT E CAUSE (f ,nat d>sease 01 COt1<l,hOn resullng on oea~~- ~ '. .! Sequenttdy list condttions =... d any, Ieeding 10 omrnediiIle 3~' Ent. UNDERLYING -=II CAUSE (Orsease Of ,n""y _1haI1I'IIbaIed 8'enlS - r......-.o on <leatto)lAST DUE TO (OR AS A CONSEOuENCE Of)' WoP.S AN AU10PSY :'.;PERFORMED7 ~ d WERE AUTOPSY fiNDINGS A""'IUoBlE PRIOR 10 COMPLETION OF CAUSE OF DEMH7 HornJClde o D o MANNER OF DEATH DATE OF INJURY (Monlh Day. Yeill) Nalural Accldenl 0 SuICide rl ~ =''! Pending Invest'9ation ~ Y.s 0 .....0 NoD Could noI be delermlned .- ~ SI ~ ~ 2... 21b. 29. CERTIFIER IC~ec" my DOe' 'CVtTll'YING PHYSICIAN (PhySICian cerl~y'ng C4use 01 dealh when anoU1er phvSIC.an has pronource<l death ano camplele<1l1em 23\ To 11M besl 01 my knowledg., desth occurred due to Ihe cause(sland manner as .Iated. . PRONOUNCING AND CERTIFYING PHYSICIAN IPhYSlCLan boU, ~lonOul""ng Lledlh dnd c""~y'ng '0 cause 01 oedl!>\ To the beat of my knowt.dgft. deJlth occurred.' the time, dale. and place, and due to lhe cauH(I) and manne' ilia ..~ted. 'MEDICAL EXAMINERlCORONER On the basis 01 examination and/or Investigation, in my opinion, dealh o~~urred at the lime, dale, and pla~e, and due 10 lhe cause(.) and ] lamanner as .tated.. . .. ...... . . . . . . . . . . . . . . . . . . . . .. . ..................................,........................ RE~aRS SIGNATURE AND NUMBER I~II ,..(1/ I 1"1 ~'_. D.oJE SIGNED (MonlIl. Day. Year) (9 (~~ ~ e~()~"" Ot/{yn (i'Vl 0 , TIME OF INJURY INJURY AT \YORK? DESCRIBE HOW INJURY OCCURRED Yes 0 NoD o 170/1 32 DATE FilED (Month Day. Veali ~~ d? 00 / ].. Ifitud ~ill ann Wtsianttrn of CHARLOTTE MAY McALLISTER I, CHARLOTTE MAY McALLISTER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior wills and codicils thereto made by me. FIRST I direct that all my just debts and the expenses of my last illness and funeral be paid from the assets of my estate as soon as practicable after my decease. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECOND Providing that my sister, BETTY JANE McALLISTER, is living on the sixtieth (60th) day after the date of my death; I give, devise and bequeath all of my estate, of every nature and wherever situate, to my sister, BETTY JANE McALLISTER. Should my sister, BETTY JANE McALLISTER, not be living on the sixtieth (60th) day after the date of my death, and providing that my niece, JUDITH SCOTT McALLISTER, is living on the sixtieth (60th) day after the date of my death, I u ~ t ~ , . give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: ten percent (10%) to Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania, with the stipulation that the money not be used for budgetary line items; and ninety percent (90%) to my niece, JUDITH SCOTT McALLISTER. Should neither BETTY JANE McALLISTER nor JUDITH SCOTT McALLISTER be living on the sixtieth (60th) day after the date of my death, and providing that my sister-in-law, CONSTANCE L. McALLISTER, is living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: thirty percent (30%) to the above- mentioned Zion Lutheran Church with the above-mentioned stipulation; thirty percent (30%) to my sister-in-law, CONSTANCE L. McALLISTER; and the remaining forty percent (40%) to be divided in equal shares among the following cousins and second cousins: HELEN CALLAHAN, NANCY HARTMIRE, MARGARET REEVES, SARAH McALLISTER LUMPP, IRA WERNER, CLAIR WERNER and HAROLD WERNER. Should any of the foregoing cousins or second cousins not be living on the sixtieth (60th) day after the date of my death, the share that otherwise would be distributed to that predeceased cousin or second cousin shall instead pass to his or her lawful heirs as of the date of my death, to be determined in accordance 2 ~ ~ ~ with the laws governing intestate succession in effect in the Commonwealth of Pennsylvania on the date of my death. Should neither BETTY JANE McALLISTER nor JUDITH SCOTT McALLISTER nor CONSTANCE L. McALLISTER be living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: fifty percent (50%) to the above-mentioned Zion Lutheran Church with the above-mentioned stipulation; and fifty percent (50%) to the above-listed cousins and second cousins in the manner above-stated. THIRD All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of any beneficiary, and the same shall not be subject to any levy, attachment, execution or sequestration. FOURTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my estate as a part of the expenses of the administration of the estate. 3 o ~ ~ FIFTH My personal representative shall have the following powers in addition to those vested in her by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property without restriction to legal investments, as she may deem proper, without regard to any principle of diversification, risk or productivity. c. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders; and to delegate discretionary duties with respect thereto. E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as she deems proper. 4 ~ ~ ~ F. To allocate receipts and expenses to principal or income, or partly to each. G. To borrow money and to mortgage or pledge any real or personal property as security therefor, in her sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative at the time of distribution. SIXTH I appoint my sister, BETTY JANE McALLISTER, of Camp Hill, Pennsylvania, as Executrix of this my Last Will and Testament. Should my sister, BETTY JANE McALLISTER, predecease me or for any reason fail to qualify as such Executrix, or having qualified, fail to serve as such Executrix, then I nominate, constitute and appoint my niece, JUDITH SCOTT McALLISTER, as Executrix of this my Last Will and Testament. Should my niece, JUDITH SCOTT McALLISTER, predecease me or for any reason fail to qualify as such Executrix, or having qualified, fail to serve as such 5 o ft ~ Executrix, then I nominate, constitute and appoint my sister- in-law, CONSTANCE L. McALLISTER, as Executrix of this my Last Will and Testament. SEVENTH My Executrix shall not be required to post security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this I ~ l::d. pay of d-r~A-I/L/' 1987. t'~.~ill!{~SEAL) CHARLOTTE MAY cALLISTER Signed, sealed, published and declared by the above- named Testatrix, CHARLOTTE MAY McALLISTER, as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her presence and in the sight of each other, have hereunto subscribed our names as witnesses. JI~IL'&/!}.4m ;Address 3::J/ ;f~/ $. /\ . I#~ /./l /7/~J- \ "c;J1('?d //I////~2i0: Address ~/, 4f~U--2~~' ~i: / /,. I ..'~ 1';1 /J / '- l . ./ // /r~/ t'r..//i' / -S/7 / (' ~ /.J 6 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN I, CHARLOTTE MAY McALLISTER, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. c.,~{'~ CHARLOTTE MAY Mc LISTER, Testatrix SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE M~ BY CHARLOTTE MAY McALLISTER, THE TESTATRIX, THIS -1!LhK__._ DAY OF ()~ , 1987. c~~(~c COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) WE, Lytld,'t{ 4. Jd),;lSFY\ AND Phv /1'.5 fl. )'('l-cldl , THE WITNESSES WHOSE NAMES ARE SIGNED/TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE, THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. ~~~ , b: \ ~ 1;>>.4 ~~l <<tNtifzY' i/ ,I~WORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE I-.fE THIS j~ DAY OF QcblJ-tA ,1987. (it::! ~(fd My Commission Expires: 5'-/5-g1 ......". .... . H~\ .~~~~ :~"~~~;"i~; r ~:~~~~: .:';.:< ~\ ~:'~e_~.. t' ~l' MY ~:<~i'<~'~;~: :'L\'.l ~.). ;,~';:~ ~~~~lt~~t~.', P';i~L~:';'.-:~~i~:':1~~J3C~~;;C:l e,; t(:~.:,r~;.~_-:~ e - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Charlotte May McAllister Date of Death: April 3, 2001 Will No.: 2001-00406 To the Register: I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on April 26.2001: Betty Jane McAllister, 32 Country Club Place West, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6 (a). Date: April 26,2001 ~ '71( Jk;fL.~ Bridget . Whitley, Esq. v Keefer Wood Allen & Rahal, LLP P.O. Box 11963 Harrisburg, PA 17108-1963 Capacity: Counsel for Personal Representatives IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of Charlotte May McAllister, deceased, TO: Betty Jane McAllister 32 Country Club Place West Camp Hill, P A 17011 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Charlotte May McAllister died, on the 3rd day of April, 2001, at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is Betty Jane McAllister, 32 Country Club Place West, Camp Hill, P A 17011; Phone Number (717) 737-7903. The Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, P A 17013-3387 Phone number (717) 240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: April 26, 2001 I~ ~.~ / Bridget M. Whitley, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PAl 7108 Telephone (717) 255-8027 Capacity: Counsel and Personal Representative Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Charlotte Mav McAllister No. 2001-00406 also known as Date of Death 04/03/2001 " Deceased Social Security No. 177-16-0118 I. Bettv Jane McAllister Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. J/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Attorney: BridQet M. Whitlev / fOJdf r~ Mdfll/;}.;zJ;:J 33580 I.D. No.: Address: P.O. Box 11963 Dated: /1-/Jt...o J HarrisburQ, PA 17108-1963 Telephone: 717-255-8027 Description Value 107.589 shares AT & T 122.8194 shares Bell South 20 shares Delphi Automotive Systems 30 shares General Motors Corp. 68 shares Lucent Technologies 101 .5 shares Occidental Petroleum 48 shares Owest Communications, Int'l 209.272 shares SSC Communications, Inc. 107.392 shares Verizon Communications 1,130.061 shares T. Rowe Price Growth Stock Fund $ 2,184.06 5,001.21 274.80 1,530.90 546.04 2,473.56 1,644.48 9, 1 05.42 5,176.29 24,793.54 Undivided One-half interest in real estate located at 32 Country Club West, East Pennsboro Township, Cumberland County, PA 49,065.00 Tangible Personal Property 1,000.00 Final payment due from Penna. State Employees Retirement System 248.83 Total: $103,044.13 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Dauphin County) , Rev. 9/92 \.. /b' -d2~/1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP 02-00l BETTY J MCALLISTER 32 COUNTRY CLUB PL WEST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-01-2001 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 177-16-0118 01126478 CHARLOTTE M Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=isiri-Ex--AFFi-[i1f:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-01-2001 ESTATE OF MCALLISTER CHARLOTTE M DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0406 TAX RETURN WAS: S.S/D.C. NO. 177-16-0118 eX) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01126478 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 1162226462 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 07-15-1999 x 39,830.90 0.500 19,915.45 .00 19,915.45 .12 2,389.85 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-04-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 2,389.85 INTEREST AND PEN. .00 TOTAL DUE 2,389.85 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) \ I h - r:J.:;-6-'" I J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-l;48 EX AFP el2-DOl BETTY J MCALLISTER 32 COUNTRY CLUB PL WEST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-01-2001 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 177-16-0118 01133299 CHARLOTTE M Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE[v=is4-i-Ex--AFFi-[i2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-01-2001 ESTATE OF MCALLISTER CHARLOTTE M DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0406 TAX RETURN WAS: S.S/D.C. NO. 177-16-0118 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01133299 FINANCIAL INSTITUTION: FULTON BANK ACCOUNT NO. 022-0114218 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 11-12-1999 x 5,447.54 0.500 2,723.77 .00 2,723.77 .12 326.85 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-04-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 326.85 INTEREST AND PEN. .00 TOTAL DUE 326.85 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) \.Ii,-~~ -- /1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENTL ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP Cl2-DDJ BETTY J MCALLISTER 32 COUNTRY CLUB PL WEST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-01-2001 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 177-16-0118 01133300 CHARLOTTE M Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REfv=is~i-E3f-AFP--fi2-:00)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-01-2001 ESTATE OF MCALLISTER CHARLOTTE M DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0406 TAX RETURN WAS: S.S/D.C. NO. 177-16-0118 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01133300 FINANCIAL INSTITUTION: FULTON BANK ACCOUNT NO. 022-0114214 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 11-12-1999 x 5,447.54 0.500 2,723.77 .00 2,723.77 .12 326.85 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-04-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 326.85 INTEREST AND PEN. .00 TOTAL DUE 326.85 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) v /6 -~-II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG7 PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (12-DD) BETTY J MCALLISTER 32 COUNTRY CLUB PL WEST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-01-2001 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 177-16-0118 01133301 CHARLOTTE M Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RlE-V;i5~8-E)f-Af:P--(12-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-01-2001 ESTATE OF MCALLISTER CHARLOTTE M DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0406 TAX RETURN WAS: S.S/D.C. NO. 177-16-0118 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01133301 FINANCIAL INSTITUTION: FULTON BANK ACCOUNT NO. 022-0104894 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 08-05-1999 x 5,509.00 0.500 2,754.50 .00 2,754.50 .12 330.54 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-04-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 330.54 INTEREST AND PEN. .00 TOTAL DUE 330.54 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) \,. /b-~-II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMANCE OR DISALLOMANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP el2-00l BETTY J MCALLISTER 32 COUNTRY CLUB PL WEST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-01-2001 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 177-16-0118 01133302 CHARLOTTE M Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=i5~i-E3f-Af:p-(i2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-01-2001 ESTATE OF MCALLISTER CHARLOTTE M DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND FILE NO. 21 01-0406 TAX RETURN WAS: S.S/D.C. NO. 177-16-0118 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01133302 FINANCIAL INSTITUTION: FULTON BANK ACCOUNT NO. 022-0104893 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (X> TIME CERTIFICATE DATE ESTABLISHED 08-05-1999 X 5,509.00 0.500 2,754.50 .00 2,754.50 .12 330.54 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY Ol-04-2002~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 330.54 INTEREST AND PEN. .00 TOTAL DUE 330.54 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /6--;ld5-// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* /) L/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP Cl2-001 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-04-2002 MCALLISTER 04-03-2001 21 01-0406 CUMBERLAND 101 CHARLOTTE M .02 FEll 1 3 BRIDGET M WHITLEY ESQ KEEFER ET AL C>::i PO BOX 11963 GWn;~; HBG PA 17108 ~l, :::; Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv:i54j-Ex-AFP-fi2-::oo1--N(ifiCE--oF-YtiHEififANCE-~fAX-]fpPRA-isEj.'-ENT~--A[rOWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCALLISTER CHARLOTTE M FILE NO. 21 01-0406 ACN 101 DATE 02-04-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets CHANGED 49,065.00 52,730.30 .00 .00 1,248.83 271.692.45 19.371.40 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (1) (2) (3) (4) (5) (6) (7) 394,107.98 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 20,890.00 (9) nO) 444.07 (11) (12) (13) (14) ?1 334 07 372,773.91 .00 372,773.91 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 372,773.91 X 12 = 44,732.87 .00 X 15 = .00 (19)= 44,732.87 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-29-2001 CDOOOO05 2,157.89 41,000.00 12-26-2001 CDOO0698 .00 1,574.98 TOTAL TAX CREDIT 44,732.87 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WHITLEY BRIDGET M KEEFER,WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 -------- fold ESTATE INFORMATION: SSN: 1 77- 1 6-0 11 8 FILE NUMBER: 21-2001- 0406 DECEDENT NAME: MCALLISTER CHARLOTTE MA) DATE OF PAYMENT: 07/02/2001 POSTMARK DATE: 06/29/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 000005 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $41,000.00 I I I I I I I I TOTAL AMOUNT PAID: $41,000.00 REMARKS: BETTY JANE MCALLISTER C/O BRIDGET M WHITELY CHECK# 5368 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WHITLEY BRIDGET M KEEFER,WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 n__u__ fold ESTATE INFORMATION: SSN: 177-16-0118 FILE NUMBER: 21-2001- 0406 DECEDENT NAME: MCALLISTER CHARLOTTE MA ') DA TE OF PAYMENT: 12/26/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 000698 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,574.98 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BRIDGET M WHITLEY ESQ CHECK# 2610 SEAL INITIALS: AC RECEIVED BY: $1,574.98 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ()/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Charlotte M. McAllister Date of Death: April 3, 2001 Will No. 2001-0406 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administra- tion of the above-captioned estate: 1. State whether administration of the estate is complete: Yes xx No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the court? Yes No xx b. The separate Orphans' Court No. (if any) for the person- al representative's account is: c. Did the personal representative state an account infor- mally to the parties in interest? Yes No xx - THE PERSONAL REPRESENTATIVE IS THE SOLE BENEFICIARY OF THE ESTATE. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~ ~7!:>>r dft~~ Slgnat re 1'- Bridqet M. Whitley Name (Please type or print) Keefer, Wood, Allen & Rahal LLP 210 Walnut St., P.O. Box 11963 Harrisburq, PA 17108-1963 Address 717-255-8027 Tel. No. Xx Personal Representative Counsel for personal representative Capacity: ~ REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 /6 -0202'6-=-// DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0406 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER McAllister, Charlotte M. 177-16-0118 DECE - DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 04/03/01 08/23/1919 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12~12-a2) PRIATE 6. DecedeM Died Testate 7. Decedent Maintained a living Trust 1 8. Total Number of Safe Deposit Boxes (Attach copy of WiU) (Attach acopyof Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11, Election to tax under See, 9113(A) 12-31-91 and 1-1-95) IAttachSch0) jjjl$~i!!MlJl\jjil!;jpQM#iJijjt:g;IWIiiQ!ml'\_!@:!~;$~!!@$<<tlAAtAl!II4!\Qj'jMAj'IQfl;j;!IlQ\l@\;.~tl\R'9'tijli"J"Qi NAME COMPLETE MAILING ADDRESS COR- Bridqet M. Whitlev, Eso. P.O. Box 11963 RE- FIRM NAME (If Applicable) Harrisburg , PA 17108 SPON DENT Keefer wood Allen & Rahal, LLP TELEPHONE NUMBER 717-255-8027 49,065.00(') OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) !"", 2. Stocks and Bonds (Schedule B) (2) 52,730.30;; ~ d :lJ <t~ Noneg. ~ (""':.' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) I::;; 4. Mortgages & Notes Receivable (Schedule D) (4) Noneq: , c::::> (", Cash, Bank Deposits & Miscellaneous Personal [;\,,1 n d'" 5. Property (Schedule E) (5) 1,248.83- N 0"1 6. Jointly Owned Property (Schedule F) o Separate Billing Requested (6) 271,692.45.. 31 N RECA- ''''tii' N PITULA- 7. Inter-Vivos Transfers & Miscellaneous J."" ~ TION Non-Probate Property (Schedule G or L) (7) 19,371.40 (8) 20,890.00 444.07 (11) (12) (13) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10. Debts of Decedent, Mortgage Liabilities, & Liens(Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) TAX COMPU- TATION SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14taxableat the spousal tax rate,ortra.nsfersunde(Se'C"g'16(a)(1.2) X.O (15) 16. Amount of Line 14 taxable at linea! rate 0.00 x.o 45 (16) 17. ArTlountofLine14taxableatsiblingrate 372,773.91 x.12 (17) 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 19. Tax Oue (19) 20. 0 IQffl1PK'jj~tliF'tQij)ijjtlijtlQl)~ilTI~Aij~NP;lW@>I)Q.j,ij!jlwAYMtlijfl .........M;j;j\'!,54f\~lfQ;\,!'i~$\;\,UiQ\l~guQ!'i$pij.!!';\,\jj~il';\,!'iQR~pB~Gi{MA'tH;N..... o PA15001 Copyright 2000 Greatland/Nelco LP - Forms Software Only NTF 29755 394,107.98 21,334.07 372,773.91 None 372,773.91 0.00 44,732.87 0.00 44,732.87 Estate of: Charlotte M. McAllister 21-01-0406 SlM1ARY OF ALlDCATIONS TO BENEFICIARIES Taxable at sibling rate Betty J. McAllister 372,773.91 PA REV-1500 EX (6-00) Decedent's Com lete Address: STREET ADDRESS 32 Count Club Place West Page 2 CITY STATE PA ZIP 17011 Hill Tax Payments and Credits: ,. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 44,732.87 41,000.00 2,157.89 Total Credits (A + B + C) (2) 43,157.89 3. Interest/Penalty jf applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Una 2 is greater than Una 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax dUe. B. Enter the total of Une 5 + SA. This is the BALANCE DUE. Make Check Payable to. REGISTER OF WIlLS, AGENT (3) 0.00 (4) (5) 1,574.98 (5A) 0.00 (5B) 1,574.98 ~[~A~~A~~WERTHEF6LLOWINd8UESTION~~YPL.AcINdAN;;X;tINf~EX~~~6~~jXf~~[6tk~ ..-,....."................,-.......,..........................,...--..,... ..........,-...-,-.-,-,................._......-.,...................,..-.....-...'..,...,..'....-_..................,............ ... .... ..... .. .. ......-...........'...................... ...-. .. ....... ,...... ........,.;.:.:.;.;,'.;.:...,.:.,-:.,;,::-,.,:,.:.;.;.:-:::.:.;.:.,.;.:.,.,.,.;.:-,....... .....................-....-.............. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ......,. .............................. b, retain the right to designate who shall use the property transferred or its income; ,......... c. retain a reversionary interest or. . . . . . . . . . . . . . . . . . , . . . , . . . . . . . . . . . , . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? ........,.,....... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , , . . . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other tlian the personal representative is based on information of w ich re arer has an knowled e. NATURE OF PERSON RESPONSIBLE F~L1NG RETURN DATE l$.Jtr ~1_ )1fL~~ I:J.-//?-O I ADDRESS-V () See Schedule attached SIGNATURE OF PREPARER THER THAN REPR ENTATIVE ~ 3. 4. Yes No ~ I B ~ ~ o DAT~ /a-{~ ~I ADDRESS 210 Walnut Street, Harrisburg, PA 17108-1963 [72 P.S. !I 9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !l9116 (a) (1.1) (ii)]. The statute nn..." nnt "',,,.mnt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on orafterJuly 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S,!l9116(a)(1,2)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. S 9116(1,2) [72 P.S.!l9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 89116(a)(1.3)]. A sibling is defined, under Section 9102, asan individual who has at least one parent in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copyright 2000 Qreatland/Nelco LP - Forms Software Only Estate of: Charlotte M. McAllister 21-01-0406 The following person(s) are signing the retw:n as representative(s) of the estate: Betty J. McAllister 32 Country Club Place West Camp Hill, PA 17011 , ' REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE A REAL ESTATE FILE NUMBER 21-01-0406 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged bet'Neen a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge 01 the relevant 1acts. Real property which ls Jointly-owned with right at survIvorship must be disclosed. on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Residence l=ated at 32 CountX)' Club Place West, East PennsJ:oro Township, Cumberland County, Permsylvania. Owned as tenants in ccmron with Betty Jane McAllister. The value reported is one-half of the fair rrarket value determined by Cumberland county in 2000, during a county-wide reassessrrent (total value was $98,130) The countyassessrrent is suhnitted in lieu of an appraisal. 49,065.00 TOTAL tAlso enter on line 1, Rec.ellul.tion) $ (If more space is needed, insert additional sheets of the same size) 49,065.00 7 CPA,21 NT'F 10904 Copyright Forms Software Only, 1997 Nelco, Itlc. , REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE B STOCKS & BONDS FILE NUMBER 21-01-0406 All property Jointly-owned with right of survIvorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Verizon Ccmnunications, Inc. 107.392 shares @ $48.20 (some shares received in exchange for Bell Atlantic COrp. stock) 5,176.29 2 Lucent Technologies 68 shares @ $8.03 546.04 3 AT&T 107.589 shares @ $20.30 2,184.06 4 General lVbtors COrporation 30 shares @ $51.03 1,530.90 5 Bell South 122.8194 units @ $40.72 5,001.21 6 Delphi Autarotive Systems 20 shares @ $13.74 274.80 7 Occidental Petroleum - 203 shares owned as tenants in ccmron with Betty J. McAllister. The value reported represents an undivided one-half interest in these shares, @ $24.37 2,473.56 8 SBC ccmnunications, Int'l 209.272 shares @ $43.51 9,105.42 9 Qwest Comnunications 48 shares @ $34.28 1,644.48 10 T. Rowe Price Growth Stock Fund - 1,130.061 shares @ $21. 94 24,793.54 11 Pan Arrerican Airways, Inc. 40 shares This stock is worthless, the carpany having gone out of business TPaIly years ago. 0.00 12 Media One Group, Inc. 22 shares. These shares were found in decedent's safe deposit box. However, this carpany was merged into AT&T in June, 2000, and the shares were exchanged for shares of that carpany. 0.00 7 CPA31 NTF 10905 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same si2e) 52,730.30 , REV-150a EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-01-0406 Include proceeds of litigation & date proceeds were received by the estate. All prop, Jolntlv-owned with rlaht 01 survivorship must be dIsclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Penna. State Eirployees Retirement System Balance due from retirement account 248.83 2 Tangible Personal Property 1,000.00 TOTAL rAlso enter on line 5. Reo.eitul.tion) $ (If more space is needed, insert additional sheets of the same size) 1,248.83 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelca, Inc. REV-1509 EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-01-0406 11 an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A Betty J. McAllister ADDRESS 32 COuntry Club Place West Canp Hill, PA 17011 RELATIONSHIP TO DECEDENT Sister JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH Include name of financial institution and bank ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF JOINT NO. TENANT JOINT Attach deed for jointly-held real estate. V ALU E OF ASSET INTEREST DECEDENT'S INTEREST 1 A 03/19/99 PNC Bank Certificate of 5,487.19 50% 2,743.54 Deposit #31700150264 Face Value: $5,477.82 Accrued Interest: $9.27 2 A 06/04/99 PNC Bank Certificate of 6,620.38 50% 3,310.19 Deposit #31500156539 Face Value: $6,586.70 Accrued Interest: $33.68 3 A 01/03/00 PNC Bank Certificate of 10,844.20 50% 5,422.10 Deposit #31500175656 Face Value: $10,884.20 Accrued Interest: none 4 A 11/20/97 PNC Bank Certificate of 5,271.36 50% 2,635.68 Deposit #31400191193 Face Value: $5,260.58 Accrued Interest: $10.78 5 A 11/12/98 PNC Bank Certificate of 10,433.13 50% 5,216.56 Deposit #31200197702 Face Value: $10,396.87 Accrued Interest: $36.26 Total from continuation paqe (s) 252,364.38 TOTAL (Also enter on line 6, Recapitulation) $ 271,692.45 7 CPA91 NTF 10809 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Charlotte M. McAllister Item Joint No. Tent. 6 A 7 A 8 A 9 A 10 A 11 A 12 A SOJEDULE F Jointly-CMned Property Date Made Joint Description 07/17/00 PNC Bank Certificate of Deposit #31800202976 Face Value: $5,237.87 Accrued Interest: $6.25 This certificate was a reinvestment of a certificate purchased rrore than one year prior to decedent's death. 03/16/99 PNC Bank Certificate of Deposit #31300151440 Face Value: $5,477 . 82 Accrued Interest: $9.27 06/04/99 PNC Bank Certificate of Deposit #31200156676 Face Value: $6,586.70 Accrued Interest: $33.68 01/03/00 PNC Bank Certificate of Deposit #31000174435 Face Value: $10,884.20 Accrued Interest: none 11/20/97 PNC Bank Certificate of Deposit #31100191078 Face Value: $6,121.84 Accrued Interest: $13 . 69 07/17/00 PNC Bank Certificate of Deposit #31000201939 Face Value: $5,237.87 Accrued Interest: $6.25 This certificate was a reinvestment of a certificate purchased rrore than one year prior to death. 06/22/00 PNC Bank Checking Account #5003152168 Date of Death Balance: 0 . 00 Date of Death Value of Asset 5,244.12 5,487.09 6,620.38 10,844.20 6,135.53 5,244.12 % of Decd' s Interest 50% 50% 50% 50% 50% 50% 50% TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-01-0406 Date of Death Value of Decd's Int. 2,622.06 2,743.54 3,310.19 5,422.10 3,067.76 2,622.06 0.00 19,787.71 Page 3 Estate of: Charlotte M. McAllister 21-01-0406 SOtEOOLE F Jointly-CMned Property Date % of Date of Daath Item Joint M3.de Date of Death Decd's Value of No. Tent. Joint Dascription Value of Asset Interest Dacd's Int. -- 13 A 06/22/00 PNC Bank Checking Account 50% 0.00 #5003152176 Date of Daath balance: 0.00 14 A 04/28/88 Allfirst Bank 31,853.06 50% 15,926.53 Relationship Checking with Interest Account #10040900 Date of Death Balance: $31,831. 26 Accrued Interest: $21.80 15 A 06/28/75 Allfirst Bank 35,380.27 50% 17,690.13 Relationship Checking with Interest Account #58454160 Date of Daath balance: $35,368.06 Accrued Interest: $12.21 16 A 02/10/00 Allfirst Bank 11,074.04 50%- 5,537.02 Certificate of Daposit #80000002027828 Face Value: $10,980.45 Accrued Interest: $93.59 This certificate was a reinvestment of a certificate purchased rrore than one year prior to the decedent's death. 17 A 02/10/00 Allfirst Bank Certificate of 12,433.97 50% 6,216.98 Daposit #80000002027829 Face Value: $12,328.88 Accrued interest: $105.09 This certificate was a reinvestment of a certificate purchased rrore than one year prior to the decedent's death. 18 A 02/15/96 Allfirst Bank Certificate of 13,160.14 50% 6,580.07 Daposit #87008140148415 Face Value: $12,977.84 Accrued interest: $182.30 TOTAL. (Carry forward to main schedule) . . . . . . 51,950.73 Page 4 Estate of: Charlotte M. McAllister 21-01-0406 SClJEDULE F Jointly-Owned Property Date % of Date of Death Item Joint Made Date of Death Decd's Value of No. Tent. Joint Description Value of Asset Interest r::ecd's Int. 19 A 02/05/96 Allfirst Bank Certificate of 3,932.77 50% 1,966.38 Deposit #87008140148490 Face Value: $3,889.42 Accrued Interest: $43.35 20 A 03/22/96 Allfirst Bank Certificate of 4,588.47 50% 2,294.23 Deposit #87008140188026 Face Value: $4,579.52 Accrued Interest: 8.95 21 A 03/22/96 Allfirst Bank Certificate of 3,277.48 50% 1,638.74 Deposit #87008140188042 Face Value: $3, 271. 08 Accrued Interest: $6.40 22 A 04/19/96 Allfirst Bank Certificate of 10,990.03 50% 5,495.01 Deposit #87008140228923 Face Value: $10,906.54 Accrued Interest: $83.49 23 A 04/19/96 Allfirst Bank Certificate of 10,993.16 50% 5,496.58 Deposit #87008140229016 Face Value: $10,909.65 Accrued Interest: 83.51 24 A 07/26/96 Allfirst Bank Certificate of 17,976.49 50%- 8,988.24 Deposit #87008140394513 Face Value: $17,953.91 Accrued Interest: 22.58 25 A 03/20/97 Allfirst Bank Certificate of 4,871.17 50% 2,435.58 Deposit #87008140735876 Face Value: $4,826.94 Accrued Interest: $44.23 26 A 03/20/97 Allfirst Bank Certificate of 4,871.17 50% 2,435.58 Deposit #87008140735884 Face Value: $4,826.94 Accrued Interest: $44.23 TOTAL. (Carry forward to main schedule) . . . . . . 30,750.34 Page 5 Estate of: Charlotte M. McAllister 21-01-0406 SCliEDULE F Jointly-Owned Property Date % of Date of Death Item Joint Made Date of Death Decd's Value of No. Tent. Joint Description Value of Asset Interest Decd's Int. -- 27 A 02/19/64 Penna. State Errployees 404.11 50% 202.05 Credit Union Regular Shares Account Date of death balance: $404.04 Accured dividend: $0.07 28 A 02/19/64 Penna. State Errployees 20,383.96 50% 10,191. 98 Credit Union 12 Month Certificate of Deposit Face Value: $20,376.43 Accrued dividend: $7.53 29 A 02/19/64 Pennsylvania State Errployees 28,814.46 50% 14,407.23 Credit Union 24 Month Certificate of Deposit Face Value: $28,806.86 Accrued dividend: $7.60 30 A 02/19/64 Penna. State Errployees Credit 42,650.17 50% 21,325.08 Union 24 Month Certificate of Deposit Face Value: $42,636.53 Accrued dividend: $13.64 31 A 02/19/64 Penna. State Errployees Credit 115.52 50% 57.76 Union Regular Share Account Date of death value: $115.50 Accrued dividend: $.02 32 A 02/19/64 Penna. State Errployees Credit 39,830.90 50% 19,915.45 Union 24 Month Certificate of Deposit Face Value: $39,815.58 Accrued dividend: $15.32 33 A +1 year Penna. State Errployees Credit 330.57 50% 165.28 Union Regular Share Account Date of death balance: $330.51 Accrued dividend: $0.06 'IOI'AL. (Carry forward. to main schedule) . . . . . . 66,264.83 Page 6 Estate of: Charlotte M. McAllister 21-01-0406 SClJEDULE F Jointly-Owned Property Date % of Date of Death Item Joint Made Date of Death Decd's Value of No. Tent. Joint Description Value of Asset Interest Decd's Int. -- 34 A + 1 year Penna. State Ehployees Credit 0.59 50% 0.29 Union ~neyHandler Share Account Date of death value: $0.59 Accrued dividend: $0.00 35 A +1 year Penna. State Ehployees Credit 6,468.03 50% 3,234.01 Union 12 rronth Certificate of Deposit Face value: $6,465.61 Accrued dividend: $2.42 36 A +1 year penna. State Ehployees Credit 18,582.35 50% 9,291.17 Union 12 rronth Certificate of Deposit Face value: $18,575.49 Accrued dividend: 6.86 37 A + 1 year Penna. State Ehployees Credit 11,882.33 50% 5,941.16 Union 24 rronth certificate of deposit Face value: $11,879.20 Accrued dividend: $3.13 38 A + 1 year Penna. State Ehployees Credit 47,888.78 50% 23,944.39 Union 24 rronth certificate of deposit Face value: $47,873.46 Accrued dividend: 15.32 39 A +1 year Penna. State Ehployees Credit 115.52 50% 57.76 Union Regular Share Account Date of death value: $115.50 Accrued dividend: $.02 40 A + 1 year Penna. State Ehployees Credit 39,380.90 50% 19,915.45 Union 24 ~nth Certificate of Deposit Face Value: $39,815.58 Accrued dividend: $15.32 'IOI'AL. (Carry forward to main schedule) . . . . . . 62,384.23 Estate of: Charlotte M. McAllister SCBEDULE F Jointly-Owned Property Date Item Joint Made No. Tent. Joint 41 A 42 A 43 A 44 A 45 A Description 08/05/99 Fulton Bank Certificate of Deposit #022-0104893 Date of death balance: $5,300.98 Accrued interest: $208.02 08/05/99 Fulton Bank Certificate of Deposit #022-0104894 Date of death value: $5,300.98 Accrued interest: $208.02 11/22/99 Fulton Bank Certificate of Deposit #022-0114214 Date of death value: $5,318.55 Accrued interest: $128 . 99 11/22/99 Fulton Bank Certificate of Deposit #022-0114218 Date of death value: $5,318.55 Accrued interest: $128.99 +1 year 1998 Oldsmobile Aurora 4-D Sedan. FMV, per Kelley Blue Book valuation is $20,540.00 Date of Death Value of Asset 5,509.00 5,509.00 5,447.54 5,447.54 20,540.00 %" of Deed's Interest 50% 50% 50% 50% 50% TOTAL. (Carry forward to main schedule) . . . . . . Page 7 21-01-0406 Date of Death Value of Deed's Int. 2,754.50 2,754.50 2,723.77 2,723.77 10,270.00 21,226.54 REV-151D EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-01-0406 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Allfirst Bank 1,317.36 100% 0.00 1,317.36 Individual Retirerrent Acconnt #87006167160686 Beneficiary is Betty Jane McAllister, decedent's sister. 2 Allfirst Bank 4,774.95 100% 0.00 4,774.95 Individual Retirerrent Ac=nnt #87006167229171 Beneficiary is Betty Jane McAllister, decedent's sister. 3 Allfirst Bank 6,905.74 100% 0.00 6,905.74 Individual Retirerrent Acconnt #87006167239134 Beneficiary is Betty Jane McAllister, decedent's sister. 4 Allfirst Bank 6,373.35 100% 0.00 6,373.35 Individual Retirerrent Acconnt #87006167255091 Beneficiary is Betty Jane McAllister, decedent's sister. TOTAL (Also enter on line 7, Recaoitulation) $ 19,371.40 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-01-0406 Debts of decedent must be reported on Schedule I. ITEM NO. A FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 Funeral Director 9,265.00 2 Rolling Green Cemetery 928.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees Name: Keefer Wood Allen & Rahal Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 10,000.00 0.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees 247.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Attorneys' accrued and anticipated disbursements for administrative expenses, including estate advertising, short certificates, postage, long distance, etc. 450.00 7 CPA11 NTF10911 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 20,890.00 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charlotte M. McAllister Include unreimbursed medical e}(penses ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-01-0406 DESCRIPTION AMOUNT 1 Beaoon Medical Group 45.16 2 United States Treasury (underpayment of 2001 federal incorre tax) 30.00 3 Gran-u-lawn - grass cutting and lawn maintenance 36.57 4 Bon Ton 12.75 5 Jane E. Biddle, Treasurer 266.40 6 Ccm:::ast Cable 33.80 7 Verizon 19.39 7 CPA12 NTF 10912 TOTAL (AlSO enter on line 10, Recaprtulationl $ (If more space is needed, insert additional sheets of the same size) 444.07 COp)'Tlg\'1t Forms Software Only, 19'37 Nelco, lJ1c. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Charlotte M McAllister No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Betty J. McAllister 32 Country Club Place West Carrp Hill, PA 17011 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Sister 21-01-0406 AMOUNT OR SHARE OF ESTATE 372,773.91 ENTER DOLLAR AMTS. FOR DIsmIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. (11 more space is needed, insert additional sheets of the same size) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG,?A 1,128-0601 REV-1162 EX(11-96l RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WHITLEY BRIDGET M KEEFER,WOOD,ALLEN & RAHAL P. O. BOX 11963 HARRISBURG, PA 17108-1963 _~n~.n fold ESTATE INFORMATION: SSN: 177.16.0118 FILE NUMBER: 21-2001- 0406 DECEDENT NAME: MCALLISTER CHARLOTTE MA" DATE OF PAYMENT: 07/02/2001 POSTMARK DATE: 06/29/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 000005 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $41,000.00 I I I I I I I I TOTAL AMOUNT PAID: $41,000.00 REMARKS: BETTY JANE MCALLISTER C/O BRIDGET M WHITELY CHECK# 5368 SEAL INITIALS: CW RECEIVED BY: TAXPAYER MARY C. LEWIS REGISTER OF WILLS ~~~~~~ CHARLOTTE HAY McALLISTER I, CHARLOTTE MAY McALLISTER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior wills and codicils thereto made by me. FIRST I direct that all my just debts and the expenses of my last illness and funeral be paid from the assets of my estate as soon as practicable after my decease. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECOND Providing that my sister, BETTY JANE McALLISTER, is living on the sixtieth (60th) day after the date of my death, I give, devise and bequeath all of my estate, of every nature and wherever situate, to my sister, BETTY JANE McALLISTER. Should my sister, BETTY JANE McALLISTER, not be living on the sixtieth (60th) day after the date of my death, and providing that my niece, JUDITH SCOTT McALLISTER, is living on the sixtieth (60th) day after the date of my death, I ~ u J~ t ~ ~ give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: ten percent (10%) to Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania, with the stipulation that the money not be used for budgetary line items; and ninety percent (90%) to my niece, JUDITH SCOTT McALLISTER. Should neither BETTY JANE McALLISTER nor JUDITH SCOTT McALLISTER be living on the sixtieth (60th) day after the date of my death, and providing that my sister-in-law, CONSTANCE L. McALLISTER, is living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: thirty percent (30%) to the above- mentioned Zion Lutheran Church with the above-mentioned stipulation; thirty percent (30%) to my sister-in-law, CONSTANCE L. McALLISTER; and the remaining forty percent (40%) to be divided in equal shares among the following cousins and second cousins: HELEN CALLAHAN, NANCY HARTMIRE, MARGARET REEVES, SARAH McALLISTER LUMPP, IRA WERNER, CLAIR WERNER and HAROLD WERNER. Should any of the foregoing cousins or second cousins not be living on the sixtieth (60th) day after the date of my death, the share that otherwise would be distributed to that predeceased cousin or second cousin shall instead pass to his or her lawful heirs as of the date of my death, to be determined in accordance 2 ~ ~ A f ~ with the laws governing intestate succession in effect in the Commonwealth of pennsylvania on the date of my death. Should neither BETTY JANE McALLISTER nor JUDITH SCOTT McALLISTER nor CONSTANCE L. McALLISTER be living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath all of my estate, of every nature and wherever situate, to be distributed as follows: fifty percent (50%) to the above-mentioned Zion Lutheran Church with the above-mentioned stipulation; and fifty percent (50%) to the above-listed cousins and second cousins in the manner above-stated. THIRD All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of any beneficiary, and the same shall not be subject to any levy, attachment, execution or sequestration. FOURTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my estate as a part of the expenses of the administration of the estate. 3 { ~ ~ o ~ ~ ~ ~ ,\ ~ FIFTH My personal representative shall have the following powers in addition to those vested in her by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property without restriction to legal investments, as she may deem proper, without regard to any principle of diversification, risk or productivity. c. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders; and to delegate discretionary duties with respect thereto. E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as she deems proper. 4 ~ ~ ~ { ~ J ~ F. To allocate receipts and expenses to principal or income, or partly to each. G. To borrow money and to mortgage or pledge any real or personal property as security therefor, in her sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative at the time of distribution. SIXTH I appoint my sister, BETTY JANE McALLISTER, of Camp Hill, Pennsylvania, as Executrix of this my Last Will and Testament. Should my sister, BETTY JANE McALLISTER, predecease me or for any reason fail to qualify as such Executrix, or having qualified, fail to serve as such Executrix, then I nominate, constitute and appoint my niece, JUDITH SCOTT McALLISTER, as Executrix of this my Last Will and Testament. Should my niece, JUDITH SCOTT McALLISTER, predecease me or for any reason fail to qualify as such Executrix, or having qualified, fail to serve as such 5 o A t ~ ~ Executrix, then I nominate, constitute and appoint my sister- in-law, CONSTANCE L. McALLISTER, as Executrix of this my Last Will and Testament. SEVENTH My Executrix shall not be required to post security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my signature in the margin for the purpose of identification, this / L./- \;d .Ii a y 0 f Il-r J7;:.!A.-/./'L/, 1987. C::~~{~SEALl CHARLOTTE MAY cALLISTER Signed, sealed, published and declared by the above- named Testatrix, CHARLOTTE MAY McALLISTER, as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her presence and in the sight of each other, have hereunto subscribed our names as witnesses. Xtnr/;IIR/Sk~Q.# /Address j [)-/ ;fif77A~/ $. #~A/f /b!ll /7/0J- '1r"'" /:?Ul!l6?!~Mdre"" // ?-7-U_~ ~e _ /J/?/CZ-/( 1:?P / /t' <, ? 6 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) I, CHARLOTTE MAY MCALLISTER, THE TESTATRIX, WHOSE mu~E IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. /7~ /.f' . ~ \..:. Ud:. jJL<"~.-1 CHARLOTTE MAY Mc LISTER, Testatrix S.\TORN OR CHARLOTTE MAY ()~ AFFIRMED TO MCALLISTER, , 1987. AND ACKNOWLEDGED BEFORE yu,; BY THE TESTATRIX, THIS ~~ __ DAY OF c~r!{~c COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) WE, LY1'lJ"ff 4 ];:;j,'(SF>1 AND Phv lis f(. J),'lcl,~l! , THE WITNESSES WHOSE NAMES ARE SIGNED'TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE &~D VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE, THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. , ~ ,/SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORR ~ffiTHIS 1':tf1:.- DAY OF 0 rMJ-tA , 1987. I ~~~~~ My Commission Expires: :;-/S--f;r c:~:.-,:_ 4' ~....).~. ~,~.-"-.,~-.' ~',.i:~-" ;.;~:t~,3~t:i.G, ~>\t?:;:~~ C;J~~;-.:'; MY C:j~.:;.;i:;};;:,. 2:~r';::~S :f.\~ ~J. l':;J ',~::':':1t!j. ?Sr:,l~;';':!:i!:: .~.s-':Ci;:,;.:;';., c; ~ct~'r:~o: A:EII.4U ~"t-+ \I.q11 ... SAFE DEPOSIT BOX INVENTORY COMMOHWEA.l11". Of 'ENI'IS'l\VANIA OE,..RTMENT 0' REVENUE INHUfTANCI TAX DIVISION OEPT. :180601 HAUI$IUA:G.'A 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 22 2001-00406 177-16-0118 DECEDENT'S NAME (LAST. FIRST, MIDDLE) McAllister, Charlotte May ADDRESS OF DECEDENT ISTREET) {CITY} 32 Country Club Place West, Camp Hill, PA 17011 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT aox (NAME) Betty Jane McAllister DATE OF DEATH 4-3-2001 {Sl.A.TE} \IIP CODE) (STREET ADDRESS} ICITY} (STATE) IZIP COOE) 32 Countr Club Place West, Cam Hill PA 17011 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE aox OPENING ,. (NAME) IRELATlONSHIp) Betty Jane McAllister Sister (STREET ADORESS) (CITY) (STATE) (ZIP COOE) 32 Country Club Place West Camp Hill PA 17011 (NAME) (RELATIONSHIP) Andrew P. Gregoire None (Bank Branch Manager) (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) 213 Market Street Harrisburg PA 17101 (NAME) {RELATlONSHIP\ (STREET ADDRESS) IClTY) (STATE) (ZIP CODE) a. b. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT aox IS LOCATED (NAME) Allfirst Bank (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) 213 Market Street I NAME OF PERSON MAKING LAST ENTRY Bett Jane McAllister DATE OF CONTRACT TO RENT aox NUMaER OF aox 4-22-96 3289 NAME AND ADDRESS OF PERSON\S) HAVING ACCESS TO aox a. (NAME) Betty Jane McAllister (STREET ADDRESS) 32 Country Club Place West (CITY) (STATE\ PA 17101 4/3 01 - 10:03 a.m. TITLE UNDER WHICH BOX IS REGISTERED Jane McAllister and Charlotte M. McAllist b. (NAME) (STREET ADDRESS) tVP COoEI (CITYI {5TAHI (lIP CODE) Cam Hill PA 17011 NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY Brid et M. Whitle Es. authorized b De artment of Revenue WAS A WILL IN THE BOX? eYES JOtNO If yes, a. Oat. of wilh b, Name and address af personal repr.sentutive, if named in the will (NAMEl {SlRE'El ADDRESS) (CITY) {STATE) (ZIP CODE) c. Name and addreu: of attorney, jf any (NAME) (STREET ADDRESS) {CITY} (STATE) lZIP COPE) SAFE DEPOSIT BOX INVENTORY Page of I INSTRUCTIONS i (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, cnd number of shares and doss of stock. (3l Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held; payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (S) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bonk and branch, and balance. (6) Jewelry, Coins, Stamps, Monuscripts, ete: List and describe as fully os possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe os fully as possible. (8) All other contents. ITEM ITEM DESCRIPTION NO. 1 C"rtificate of Title to 1998 Oldsmobile Aurora issued to Bettv Jane McAllister and Charlotte Mav McAllister 2 Certificates of Deoosit, as more fully shown on attached spreadsheet. 3 Deed to real estate located at 32 Country Club Place West, Camp Hill, PA Robert W. and Constance L. McAllister, Grantors; Be tty Jane and Charlotte May McAllister, Grantees. Dated December 7, 1964. i 4 Prudential Life Insurance Co. of America, Policy 1112-734-731 I Face value: $1,000; named insured: Charlotte McAllister 5 Stock certificates as shown on separate inventory pages. I i i I I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY, I SIGAT__UR~ "I _ L '/J(, c-tJI :.LA SIGN.A.TURE PRINT N.A.ME a <1 PRINT N.A.ME .A.ND CHECK .A.PPROPRIAfE BOX BELOW; i Bridget M. Whitley Betty Jane McAllister i PRINT TITle CHECK .A.PPROPRIATE BOX; I I Attorney at Law HExecu,orllrix) DAdminislrotor/trix) i o Estate Representative 0 Joint owner of sofe deposit box i NOlE: Attach additional 8Y2" x 11" sheet (5) if necessary or use duplicates of this page of form. I ; o -g t/l ... QI ~I E: ._1 cuI' elC QI ....' QI, ....'.r:: ,01-;;: IU .-1 II! ... 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McALLISTER and CONSTANCE L. McALLISTER. his wife, of 2.10 Cumberland Road, Lemoyne, Pennsylvania, Grantors and BETTY JANE McALLISTER and CHARLOTTE M. McALLISTER ol 32 Country Club Place West, Camp Hill, Pennsylvania, Grantee s : WITNESSETH, tnat in consideration of Six Thousand and no/lOO~------------------ ___u_u _u_u __ __ _ _ ______u _______ __u_($6. 000. 00) __u__u -_ - _u_ Dnllars. in hand paid, the receipt 1t'hcreof i.'1 hereby ackn()1Qledged, the said g-rantors do hpref'lI grant and convey t() the said grantee s, their heirs and assigns, as tenants in common, all their right, title and undivided interest in all that certain piece or parcel of land, situate in the Township of East Pennsboro, County of Cumberland. and State of Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the Northern line of Country Club Place, which point is one hundred thirty-five and twenty-three hundredths (135.2.3) feet East of the Northeast corner of the intersection of Country Club Place and Circle Drive and which point is at the dividing line between Lots Nos. 107 and 108 on Plan of Lots hereinafter mentioned; THENCE North twelve degrees ten minutes West (N 120 10' W) and along the dividing line between Lots Nos. 107 and 108 on Plan of Lots hereinafter mentioned, a distance of one hun::lred fifteen (115) feet to a point; THENCE North seventy-seven degrees fifty minutes East (N 770 50' E) a distance of sixty (60) feet to a point at the dividing line between Lots Nos. 106 and 107 on Plan of Lots hereinafter mentioned; ... THENCE South twelve degrees ten minutes East (S 120 10. E) and along the dividing line between Lots Nos. 106 and 107 on Plan of Lots hereinafter mentioned, a distance of one hundred fifteen (115) feet to a point on the Northern line of Country Club Place; THENCE South seventy-seven degrees fifty minutes West (5 770 501 W) and along the Northern line of Country Club Place, a distance of sixty (60) feet to a point, the place of BEGINNING. BEING Lot No. 107 on Plan of Country Club Park which Plan is recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 8. Page 40. HA VING thereon erected a one -story brick dwelling known as and numbered 32 Country Club Place West. Camp Hill. Pennsylvania. , :, '.,,' ~, " ;::..-,7/ "I,.h. Co. ?a, '- 14~~ BOQK /. '~n LICE , .,iJ-..",?!.) '! \: \~ 1! U~:"\ r" / ,,;1_ ~,," f' I '.(,. ~ !J': 14';" . -:~'"~. ': ~~'!-\:.~..~-: -~-- ') 8o~(121 f.\GE 141 BEING the same premises which Country Club Park, Inc. by Deed dated July 25. 1957. and recorded in the Recorder's Office, Carlisle, Pennsylvania, in Deed Book "yn, Volume 17. Page 248. granted and conveyed to Herman G. McAllister and Elsie 1. McA)lister, his wife. The said Herman G. McAllister died the/7A day of -h,~cJ . l~..z. thus vesting the title in fee in the said Elsie J. McAllister. Elsie J. McAllister, also known as Elsie Jane McAllister, died intestate on November 27. 1962, leaving to survive her as her sole heirs at law her three (3) children, Betty Jane McAllister, Charlotte M. McAllister and Robert W. McAllister. The said Robert W. McAllister together with his wife, Constance L. McAllister, by this Deed convey their undivided right, title, and interest in the above described property to the said Betty Jane McAllister and Charlotte M. McAllister. AND the said grantors , do the property herebll ccm.veyed. they will WARRA.VT gene,;di'/ hereby covenant that IN WITNESS WHEREOF, said. grantors the day and year first above written.. have hereunto set their ~l ~ r m.nd S .....~ "''''''' ... ."..".. \'_";:~"l.J.v~.22z~afl.....~~ ey,,-; ';;:: If]?:!, (........~.~~.~~....:.:...~~.~l.l:.:t.~~......~I.. ..:..:C/..~::'::::::..::'.."""::..:.':.:':.:.....:.:..:::::: )::::::~:~~~'~t~~~~~:'~::"~~:~ t~; i:.: ~'./.i .' State of PENNSYLVANIA }ss. . fifty of 'j.,' r.. / (: . . ,l!I(.,1 . l""lnl"!' III", Coun.tu of CUMBERLAND On. t.his, the "! .:zz and sea.ls ......~J "~~8 ......€iB u.., cff!JJ the undersigned officer, pers01tallll appeared Robert W. McAllister and Constance L. McAllister, his wife, known to me (or satisfactorily proven) to be the persons within in..~tl'ltment, and acknowledged that they contained. IN WITNESS WHEREOF, lL'hose names are .'111.bs.ct'lb~d,'t:o Jhl' pxecuted sam!"! for thr..p)lrym(lfN-'t.llcr("rn I hereunto set my ha.,!:d and official seal. ~ ~. '" ...................~..:....~&:f{;ilst~~;~~t. . .,~) e"ftI..151..1I':.~...r~E:FlI.."NO co.. 9..... n . My.CommISS"lOn ~1l'e5June t.Pitf~~ O.fjir:er. State of t ss. \ My of , 10 County of On this, the the llndersigned officer, personally appeared kM'wn to me (or satisfactorily proven) to be the pe.rson 'Within instrument, and aclcMwledged that contained, IN WITNESS WHEREOF, I hereun.to set my hand a.nd official seal. . b,'fnrl' nH', whose name subscrib('d tn th,' t'xecutcd sa.me for the pIII.pn.<:('.<: tho.('h~ ~- __ ;'IiE.H., ~. Title of Officer. q . . J do herc~u certify th~t the prccis~ 1".f8'w.en.c~ and compldc .r)9,~t n,fji('!"!., nt/,In';,:s of thelnth.n named grantee.. 3.') /) ~ {;'I,t'. u:l...~. (,//,/ ,. .../ /I~:.c( ():.... < L""'..(..; I . ~-' /. .!~ 6~ 19 (, 'I .::.-' .. " .';',.,j/; ~"~ <'.L~~ 14') PPP"'."'i/,j- Attorney for ......:::; J e~1~f21 f.\f-E "'0: 0: ~t.l t.l 0: '"' 0:'"' '" t.l!!l t.l - '"' ...1 ,",...1 '" ...1 ;>-- ",...1 - < -< ...1 u 1- ~ ...1 u ...1 ::E ...1::E < Z C;W < u u ::E ::E ~ C;W ::E...i 0 w"gw ~ ~ .t.l '"' Z . '"' ~ ;;:l) < '"' ,",Z ..., 0 ~ 0:< >< ...1 ~ t.l~ '"' 0: <<IZ '"' < 00 t.l :I: II O:l) <<I l) COMMONWF;4LTH OF PENNSYLVANIA //~ GOI!niV of ..~:-:_...n.nn..m"""''''h__:.m''''''h..n''''__hn //)/11- RECORDED on thi.'l n...Lk.:___....... day of __~_. /(/ ,/' A. D. 19~_7:-, in the Recorder's office of the ..mid County. in D,'pd Book r.;" J so. "01. oJ:j./mooou. Page.L':f:.3.mmm. Given under m.!J hand an.d~he/eal of.~he .'lai~~, the date above written. /~!!.~";~n.-:_:.~~:~:":<'-""("""""'~'J,I':_...._....... R~r.ordeT. ~ ~~ "..-" ..: THIS IS NOT A TAX BILL MAILING DATE: July 1, 2000 Parcel Identifier: 09-20-1850-128. District: 09 - BAST PENNSBORO TWP School. .; BAST PBNNSBORO SD Location: 32. COUN'rRY CLUB pLACE WES COUNTRY CLUB PARK LOT 107 2000 Assessed Value Old Assessed Value Market Value (2000 Market x 100%) (1974 Market x 2S't.j !.and 23,000 23,000 920 Buildings 7S,~30 7S,~30 6,870 , TOTAL 98,~30 98,~30 7,790 2000 Clean and Green Values !.and NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL Clean and Green values apply to some farm and forestland. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2000. Those previously approved for Clean and Green do not need to re-apply. TAXABLE UNIT/LOT ID..: I.-OlD? Land Size....: .17 acres property Type: R Residential With Buildings Control No: 09005943 CUYBWTYI Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last reassessment, or tax base year, was 1974. Since the last reassessment in 1974, properties have been assessed at 25% of the 1974 value (the "Pre-Determined Ratioj. The new tax base year will be the Year 2000, with the new assessed values becoming effective for the 2001 tax year. The Pre-Determined Ratio has been changed to 100%. Your new assessed value equals your Year 2000 market value. It is very important for you to know that when the new 2000 tax base Is determined after this reassessment, all taxing districts are required by law to lower the millage rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment (2001), the county and all townships and boroughs may not increase overall revenue by more than five percent (5%) and school districts may not increase overall revenue by more than ten percent (10%). The county and the other taxing bodies will make these decisions next year, and mey choose not to increase overall revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2000 COUNTY tax figures. This estimate does not include any borough, township, or school district impact. ESTIMATED COUNTY TAX IMPACT. CUrrent 2000 County mi~ls Adjusted 2000 County mi~ls = = 27.500 ~.8S8 $ $ 2~4 U2 2000 County Tax SEFORE Reassessment. 2000 County Tax AFTER Reassesement. PSE(~ the finaneia/link May 16,2001 Account #s 0177160118,1177160118 0162226462, 1162226462 BRIDGET M. WHITLEY C/O KEEFER WOOD ALLEN & RAHAL LLP PO BOX 11963 HARRISBURG, PA 17108-1963 Dear MS. WHITLEY: The following is the status of CHARLOTTE M. MCALLISTER's Primary Account (0177160118) with PSECU as of the date of her death. Joint Owner's Name Date Established Date of Death Date of Birth BETTY JANE MCALLISTER, JOINT TENANT W/ROS 02191964 04032001 08231919 Share(s) Regular Shares (S I) Share 50 12 Month Certificate-2 Share 52 24 Month Certificate-6 Share 56 24 Month Certificate-I 0 Balance $ 404.04 20,376.43 28.806.86 42,636.53 Accrued Dividend $ 0.07 7.53 7.60 13.64 The dividend earned from January 1. 2001 through the date of death was $1.550.31. The decedent had no loans. We do not have safe deposit boxes for our members. The following is the status of CHARLOTTE M. MCALLISTER's Prefix-1 Account (1177160118) with PSECU as of the date of her death. Joint Owner's Name Date Established BETTY J. MCALLISTER. JOINT TENANT W/ROS 07151999 Share(s) Regular Shares (S 1 ) Share 55 24 Month Certificate The dividend earned ITom January Balance Accrued Dividend $ 115.50 $ 0.02 39,815.58 15.32 1. 2001 through the date of death was $806.97. The following is the status of BETTY J. MCALLISTER's Primary Account (0162226462) with PSECU as of the date of Charlotte's death. Joint Owner's Name Date Established CHARLOTTE M. MCALLISTER, JOINT TENANT W/ROS UNA VAILABLE PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (BOO) 237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013. (717) 777~2100 (TOO)' (800) 472-1967 (TOO) Web Address: www.psecu.com Savings federally insured up to $100,000 by the National Credit Union Administration. Sharers) Balance Accrued Dividend Regular Shares (SI) $ 330.51 $ 0.06 MoneyHandler Shares (S4) 0.59 0.00 Share 50 12 Month Certificate-I 6,465.61 2.42 Share 51 12 Month Certificate-3 18,575.49 6.86 Share 53 24 Month Certificate-7 11,879.20 3.13 Share 56 24 Month Certificate-1 0 47,873.46 1532 The dividend earned ITom January 1,2001 through April 3, 2001 was $1,370.81. The following is the status of BETTY J. MCALLISTER's Prefix-I Account (1162226462) with PSECU as of the date of Charlotte's death. Joint Owner's Name Date Established CHARLOTTE M. MCALLISTER, JOINT TENANT WIROS 07151999 Sharers) Balance Accrued Dividend Regular Shares (SI) $ 115.50 $ 0.02 Share 51 24 Month Certificate 39,815.58 15.32 The dividend earned ITom January 1,2001 through April 3, 2001 was $806.97. [fyou have any questions, please call 234-8484 in Harrisburg or our toll-lTee number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. 1~' M : F' c L eacle alflax Member Service Representative Finance Support Unit JUN-01-2001 09:05 412 705 0057 PNCBANK CIF DEPARTMENT 412 705 0057 P.01/03 0PNCBAN< Decedent Reporting Firstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, PA 15219-3128 /SCP May31,2001 Bridget M. Whitley 210 Walnut Street P.O. Box 11963 Hanisburg, P A 17108-1963 RE: Estate of Charlotte May McAllister, Deceased SSN: 177-16-0118 DOD: 4/3/2001 Dear Ms. Whitley: Please find the date of death balances you have requested listed below. CERTIFICATES OF DEPOSIT #31700150264 Established 03/19/1999 CHARLOITE MAY MCALLISTER OR BETTY JANE MCALLISTER DOD Balance: $5,477.82 + $9.27 accrued interest #31500156539 Established 06/04/1999 CHARLOITE MAY MCALLISTER OR BEITY JANE MCALLISTER DOD Balance: $6,586.70 + $33.68 accrued interest Page 1 of3 A member of The PNC Financial Scrvicl:s Group PNC Bank NA Pittsburgh Pennsylv;;nia 15265 JUN-01-2001 09:05 412 705 0057 PNCBRNK ClF DEPRRTMENT 412 705 0057 P.02/03 0.PNCBAN< #31500175656 Established 0 I /03/2000 CHARLOTTE MAY MCALLISTER OR BETTY JANE MCALLISTER DOD Balance: $10,884.20 + $0.00 accrued interest #31400191193 Established 11120/1997 CHARLOTTE MAY MCALLISTER OR BETTY JANE MCALLISTER DOD Balance: $5,260.58 + $10.78 accrued interest #31200197702 Established 11I12/1998 CHARLOTTE MAY MCALLISTER OR BETTY JANE MCALLISTER DOD Balance: $10,396.87 + $36.26 accrued interest #31800202976 Established 07/17/2000 CHARLOTTE MAY MCALLISTER OR BETTY JANE MCALLISTER DOD Balance: $5,237.87 + $6.25 accrued interest #31300151440 Established 03/19/1999 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $5,477.82 + $9.27 accrued interest #31200156676 Established 06/04/1999 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $6,586.70 + $33.68 accrued interest #31000174435 Established 01/03/2000 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $10,884.20 + $0.00 accrued interest Page 2 00 A member of The PNC Financial Services Group PNC Bank N.A. Pittsburgh Pennsylvania 15265 JUN-01-2001 09:06 412 705 0057 PNC8ANK CIF DEPARTMENT 412 705 0057 P.03/03 ~PNCBAN< #31100191078 Established 11120/1997 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $6,121.84 + $13.69 accrued interest #31000201939 Established 07/17/2000 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $5,237.87 + $6.25 accrued interest CHECKING ACCOUNTS #5003152168 Established 06/22/2000 BETTY JANE MCALLISTER CHARLOTTE M MCALLISTER DOD Balance: $0.00 + SO.OO accrued interest #5003152176 Established 06/22/2000 CHARLOTTE MAY MCALLISTER BETTY JANE MCALLISTER DOD Balance: SO.OO + SO.OO accrued interest *Please note, I double checked the 2 Checking Accounts and they are both zero balances. Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do NO Financial Transactions or Statement Orders. For Further information please call1-800-4-BANKER or your local PNC Branch and ask to speak with a Financial Services Representative. Sincerely, G1~~ Rachelle Sciullo 1-800-762-1775 Page 3 of3 A m~mbl!!r of The PNC Financial Services Group PNC B;Jnk N.A. Pittsburgh Pennsylvani;J 15165 TOTAL P.03 III allflrst May 21,2001 Allfirst Financial Center N.A. Po. Box 900 Millsboro, DE 19966 Bridget M. Whitley, Esquire Keefer, Wood, Allen & Rahal, LLP 210 Walnut St., P.O. Box 11963 Harrisburg, PA 17108-1963 RE: Estate of Charlotte May McAllister Date of Death: April 3, 2001 Social Security Number: 177-16-0118 Dear Sir/Madam: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts: 1. Account Type..... ................... ... Relationship Checking with Interest Account Number........ ............... 10040900 Ownership (Names of}............... Betty Jane McAllister or Charlotte M. McAllister Opening Date.. ........ ... ..............04/28/88 Balance on Date of Death.......... $31,831.26 Accrued Interest. .................. ...... 21.80 Total $31,853.06 Int.. YTDOD=$86.85 2. Account Type........................... Relationship Checking with InteresI Account Number.......... ............. 58454160 Ownership (Names of). .............. Charlotte M. McAllister or Betty Jane McAllister Opening Date.............. ...... ....... 06/28/75 Balance on Date of Death.......... $35,368.06 Accrued Interest......................... 12.21 Total $35,380.27 Int.. YTDOD~$85.62 . Page 2 May 21, 2001 3. Account Type........... ............. ... Individual Retirement Account-60 Mos. Account Number....................... 87006167160686 Ownership (Name of}................. Charlotte M. McAllister Beneficiary (Names of}............... Betty Jane McAllister Opening Date........................... 10/21/95 Balance on Date of Death.......... $1,297.74 Accrued Interest.................... ..... 19.62 Total $1,317.36 Int.. YTDOD=$19.62 4. Account Type........................... Individual Retirement Account-60 Mos. Account Number....... ................87006167229171 Ownership (Name of}................. Charlotte M. McAllister Beneficiary (Names of}............... Betty Jane McAllister OpeningDate........................... 03/04/97 Balance on Date of Death.......... $4,754.68 Accrued Interest............. ........... 20.27 Total $4,774.95 Int.. YTDOD=$345.18 5. Account Type....................... .... Individual Retirement Account-48 Mos. Account Number....................... 87006167239134 Ownership (Name oJ}................. Charlotle I'lL ivlcAilister Beneficiary (Names of). ....... ....... Betty Jane McAllister Opening Date........................... 04/04/97 Balance on Date of Death.......... $6,509.93 Accrued Interest....... .................. Total 395.81 $6,905.74 Int.. YTDOD=$395.81 . Page 3 May 21, 2001 6. Account Type........................... Individual Retirement Account-48 Mos. Account Number.... .......... ...... ... 87006167255091 Ownership (Name of}.... ............. Charlotte M. McAllister Beneficiary (Names of}............... Betty Jane McAIlister Opening Date........................... 07/17/97 Balance on Date of Death.......... $6,111.99 Accrued Interest......................... 261.36 Total $6,373.35 Int.. YTDOD=$261.36 7. Account Type........................... Certificate of Deposit-15 Mos. Account Number....................... 80000002027828 Ownership (Name of}................. Betty Jane McAllister or Charlotte M. McAIlister Opening Date........................... 02/10/00 Balance on Date of Death.......... $10,980.45 Accrued Interest. ...... .................. _._-.23.59_ Total $11,074.04 Int.. YTDOD=$253.68 8. Account Type........................... Certificate of Deposit-15 Mos. Account Number....... ................ 80000002027829 Ownership (Name of}................. Chmlotte M. McAllister or Betty Jane McAIlister Opening Dare........................... OJ,,/ lOiOO Balance on Date of Death.......... $12,328.88 Accrued Interest........ ................ 105.09 Total $12,433.97 Int.. YTDOD=$284.85 . Page 4 May 21,2001 9. Account Type............ ............... Certificate of Deposit-13 Mos. Account Number........ ...............87008140148415 Ownership (Name of).... ............. Charlotte M. McAllister or Betty Jane McAllister Opening Date........................... 02/15/96 Balance on Date of Death.......... $12,977.84 Accrued Interest......................... Total 182.30 $13,160.14 Int.. YTDOD=$39 1. 18 10. Account Type........................... Certitlcate of Deposit-28 Mos. Account Number....................... 87008140148490 Ownership (Name of)................. Betty Jane McAllister or Charlotte M. McAllister Opening Date........................... 02/15/96 Balance on Date of Death.......... $3,889.42 Accrued Interest........ .... Total 43.35 $3,932.77 Int.. YTDOD=$93.19 11. Account Type........................... Certificate of Deposit-48 Mos. Account Number........ ......... ...... 87008140188026 Ownership (Name of)................. Charlotte M. McAllister or Betty Jane McAllister Opening Date........................... 03/22/96 Balance on Date afDearh........... $4,579.52 Accrued Interest........... ......... ..... 08.95 Total $4,588.47 Int.. YTDOD=$70.39 . Page 5 May 21, 2001 12. Account Type........................... Certificate of Deposit-48 Mos. Account Number....................... 87008140188042 Ownership (Name of)................. Betty Jane McAllister or Charlotte M. McAllister Opening Date........................... 03/22/96 Balance on Date of Death.......... $3,271.08 Accrued Interest......................... 06.40 Total $3,277.48 Int.. YTDOD=$50.28 13. Account Type........................... Certificate of Deposit-13 Mos. Account Number....................... 87008140228923 Ownership (Name of)................. Betty Jane McAllister or Charlotte M. McAllister Opening Date........................... 04/19/96 Balance on Date of Death.......... $10,906.54 Accrued Interest........ ................. 83.49 Total $10,990.03 Int.. YTDOD4255.31 14. Account Type........................... Certificate of Deposit-13 Mos. Account Number....................... 87008140229016 Ownership (Name of)................. Charlotte M. McAllister or Betty Jane McAllister Opening Date........................... 04/19/96 Balance on DateD/Death..:....... $10,90~.65 Accrued Interest......................... 83.51 Total $10,993.16 Int.. YTDOD=$255.37 . Page 6 May 21, 2001 15. Account Type........................... Certificate of Deposit-13 Mos. Account Nwnber................. ...... 87008140394513 Ownership (Name of)................. Charlotte M. McAllister or Betty Jane McAllister Opening Date........................... 07/26/96 Balance on Date of Death.......... $17,953.91 Accrued Interest......................... 22.58 Total $17,976.49 Int.. YTDOD=$246.48 16. Account Type........................... Certificate of Deposit-12 Mos. Account Number....................... 87008140735876 Ownership (Name of)................. Charlotte M. McAllister or Betty Jane McAllister Opening Date........... ................ 03/20/97 Balance on Date of Death.......... $4,826.94 Accrued Intecest......................... __.14.2L- Total $4,871.17 Int.. YTDOD495.75 17. Account Type............ ............... Certificate of Deposit-12 Mos. Account Number........... ......... ...87008140735884 Ownership (Name of)................. Betty Jane McAllister or Charlotte M. McAllister Opening Date........................... 03/20/97 Balance on Dare of Death..." ...... $4,626.SH Accrued Interest................." ...... 44.23 Total $4,871.17 Int.. YTDOD495.75 18. Account Type..................."..... Safe Deposit Box Account Number.................... ... 10001'.12200032829 Ownership (Name of) .... ............ Charlotte M. McAllister or Betty Jane McAllister Opening Date............ ......... .... 11/ 13/Y8 . Page 7 May 21, 2001 These accounts were converted from the acquisition of another financial institution. Unfortunately, we are unable to access any information pertaining to the date the accounts was made joint. This letter does not include any accounts in which the deceased may have been listed as Power of Attomey, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement We hope this information is sufficient for your needs. For further questions on these accounts, including account closure and reimbursement of funds, please contact our branch at 3045 Market Street, Camp Hill, PA 17011, telephone #717/255-2279. Sincerely, ~o:A~ Associate I (302) 934-2916 FUlton Bank PO BOX 4887 . LANCASTER, PA 17604 People dedicated to your success, ~ (717)291-2589 WWWFULTONBANK,COM 1-800-FULTON-4 May 14, 2001 Bridget M, Whitley Keefer, Wood, Allen & Rahal 210 Walnut SI. PO Box 11963 Harrisburg, P A 17108-1963 Dear Ms, Whitley: RE: Charlotte May McAllister, deceased April 3, 2001 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD #022-0104893, open 8/5/99, matures 2/5103, balance $5,300,98 and accrued interest $208,02, joint with Betty Jane McAllister. CD #022-0104894, open 8/5/99, matures 2/5/03, balance $5,300.98 and accrued interest $208.02, joint with Betty Jane McAllister. CD #022-0114214, open 11112/99, matures 12/12/01, bal- ance 55,318.55 and accrued interest $128.99; paying 6.16%, joint with Betty Jane McAllister. CD #022-0114218, open 11112/99, matures 12/12/01, bal- ance 55,318.55 and accrued interest $128.99; paying 6.16%, joint with Betty Jane McAllister. If you have any further questions, please do not hesitate to contact me. Very truly yours, -, ~'I ,S\L~/L '--. ll~ J " l Christine Putt Smith Credit Confirmation Processor - Kelfey Blue Book Used Car Values Page I of2 -~'"== Trade-In Values New Car Prici ng Used Car Retail Buy a New Car Buy a Used Car Sell Your Car Motarcyd os Financing Insurance lemon Check Warranties Accessories Car R@views Car Previews Decision Guides Advice: About kbb Home ~ ..... ,. ,..,. , ~. ., r , - .~, ;,,;grrUEE!1"C#- - J:!: :::::-. . .~~-, CIic.1o:. here for mOTfJ dr:t:J!Js '-(:..' C I d co tr '--' b I.... Click on the image above to visit this advertiser Blue Book Retail Report Pennsylvania. May 3, 2001 1998 Oldsmobile Aurora Sedan 40 Buv a Used Car Find a Certitied Used Vehicle Financinq Quote l~wjm~uQ1!Qte W~ml[1t;y QYQte Pre-Purchas.e Ins.!1ectlon PaymentC:<lIc:ylatQr R.~\li~\^JOf TNs_~Clr Engine: V8 4.0 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 22,100 Equipment Air Conditioning Power Steeri ng Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Compact Disc Dual Air Bags ABS (4-Wheel) Traction Control Leather Dual Power Seats Alloy Wheels Retail Value $20,540 Suggested retail represents the price a dealership might ask for this make and model vehicle. This represents a fully reconditioned vehicle in excellent condition with a clean title history. This retail price is not a trade-in or private- party value, but rather assumes that a dealer has absorbed the cost of making the vehicle ready for sale, reconditioning, advertising, sales commissions, arranging for financing and insurance and standing behind the vehicle for any mechanical or safety problems. Many late model vehicles at this price have passed an inspection program or carry a warranty. Actual dealer selling price may vary from this price. Copyright @ 2001 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2001 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions. http://www.kbb.comlkb/ki.dll/kw.kc.ur?kbb;840032&;r&2 77 ;Oldsmobile; 1998%20Aurora&4;1... 5/3/01